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AFFIX vs PONAX
AFFIX vs PONAX Comparison
Open Charts AFFIX vs PONAX
Yorktown Multi-Sector Bond L
Price$7.85
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets355.11M
AFFIX vs PONAX Comparison Chart
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AFFIX vs. PONAX commentary
May 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFFIX is a Hold and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 181B vs. AFFIX (355M). PONAX pays higher dividends than AFFIX: PONAX (5.79) vs AFFIX (4.04). AFFIX was incepted earlier than PONAX: AFFIX (21 years) vs PONAX (18 years). AFFIX (1.70) is less costly to investors than PONAX (1.23). PONAX is a more actively managed with annual turnover of: 588.00 vs. AFFIX (34.00). AFFIX (1000) and PONAX (1000) have matching initial minimum investment requirements. PONAX annual gain was more profitable for investors over the last year : 6.70 vs. AFFIX (4.90). PONAX return over 5 years is better than : 23.39 vs. AFFIX (15.38).
| AFFIX | PONAX | AFFIX / PONAX | |
| Total Expense Ratio | 1.70 | 1.23 | 138% |
| Annual Report Gross Expense Ratio | 1.70 | 1.23 | 138% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 1.110 | 2.438 | 46% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 0 | N/A | - |
| Net Assets | 355M | 181B | 0% |
| Annual Yield % from dividends | 4.04 | 5.79 | 70% |
| Returns for 1 year | 4.90 | 6.70 | 73% |
| Returns for 3 years | 7.99 | 16.40 | 49% |
| Returns for 5 years | 15.38 | 23.39 | 66% |
| Returns for 10 years | 19.37 | 45.80 | 42% |